File Upload Integration
Turn on File Upload to upload Metrics totals into Ambition. Perfect for new companies, small teams, and hard-to-automate Metrics.
Important to Note
There is a 2MB file size limit.
Either CSV or JSON formatted files can be utilized, but a single integration cannot receive both formats.
- CVS file must be a flat file with headers
- JSON must be flat (unnested)
All data in Ambition must be attributable to a user. If your data exists at a Team or Organizational level, it must be broken down into User level Metrics.
Set up a File Upload Integration
This is a comprehensive guide to setting up a File Upload Integration within Ambition. We advise working through the entire document if this is the first File Upload Integration that your Organization has setup within Ambition. Below are quick links to specific aspects of setting up a File Upload Integration.
How do I enable the File Upload Integration?
How do I set the file and data format?
What are the available Field Types for mapping data in a File Upload Integration?
How do I create Field Mappings for a File Upload Integration?
How do I build Metrics within a File Upload Integration?
Enable a File Upload Integration
1. Login to your Ambition instance.
2. Open the left navigation and click Administration > Data > Integrations.
3. Under Available Integrations, click the Enable Integration button in line with the File Upload integration. You will be redirected within the new File Upload Integration.
Upon enabling you will be redirected within the Integration. To enter the File Upload Integration anytime after original enabling the File Upload Integration will appear under Active Integrations at the top of the page.
4. Click the Settings button to enter the File Upload Integration.
5. Set a descriptive name for Integration Name. We recommend an explicit name, typically the system/data being transmitted.
6. Provide an Admin Email Address. This email will be contacted if and when Integration issues arise.
7. Click the Save button.
Setting the File Format
You've now enabled the File Format Integration, but Ambition needs to be instructed on how to handle your data.
Here you will indicate what type of file format will be sent to Ambition. CSV or JSON.
1. Within the File Format Integration, click on Data Format.
2. Locate the File Format options. Set the File Format to either CSV or JSON.
3. Click the Save File Format button.
Setting the Data Format
You've chosen what type of file will be sent, now you will determine how your data is formatted.
Will your Organization be sending Daily Totals or Records?
Data Format Type
1. If you navigated away from the page after setting the File Format above, return to the File Upload Integration, click the Data Format tab.
2. Locate the Data Format Type options. Select either Daily Totals or Records.
Daily Totals
Select Daily Totals if you will be uploading daily Metric totals for each employee. This typically means that you (or your system) already processes the data and you will be uploading the results.
Daily Total Example - CSV
email,date,calls,emails,appointments jason@yourcompany.com,2020-8-17,11,12,3 sarah@yourcompany.com,2020-8-17,6,9,10
Records
Select Records if you will be transmitting raw records for each employee. This typically means that you will be offloading the processing to Ambition, specifically the logic to derive Metrics from records
Records Example - CSV
email,created_date,record_id,type,status,appointment_date,booking_date,revenue jason@yourcompany.com,2020-8-14 8:23:11,abc123,appointment,completed,2020-8-17,, jason@yourcompany.com,2020-8-17 7:59:23,abc456,call,completed,,,
Field Mappings
This is where you will define and map the data transmitted.
If your File Format is CSV, then you will be mapping your spreadsheet's named columns.
If your File Format is JSON, then you will be mapping your key names.
If you select Daily Totals, an email and date Field Key will prepopulate in your Data Format.
If you select Records, an id, email, and date Field Key will prepopulate in your Data Format.
Ensure that these Field Keys are updated to match the formatting of your actual headers or keys.
Field Key: How the field is identified within your file, either a key or column name. 43 character limit.
Display Name: How the field key will be displayed within Ambition.
Field Type: The type of information contained within the field.
Field Type Options
Your Data Format Type (Daily Totals or Records) will determine which Field Types are available.
| Field Types | Field Type Descriptions |
| Unique Record Identifier |
Specific to the Records format type, you must transmit and map a field specifying record-level uniqueness. Ex: record_id, order_number |
| Unique Employee Identifier |
Field specifying the employee who should be credited for the data. This is commonly an employee_id. Unique Employee Identifier or Email Address is required. (Upon saving the Data Format, the correlating Field Type will be renamed from Unique Employee Identifier to an integration specific name for easier identification across platform) Ex: employee_id, employee_extension |
| Email Address |
Email address of the employee who should be credited for the data. A single Field Key can be mapped to Email Address per data format. Email Address or Unique Employee Identifier is required. |
| Date/Time |
Specific to the Records format type, you must transmit and map a field specifying the record's timestamp in your local timezone. Standard YYYY-MM-DD hh:mm:ss Format Note: If you would like to send Date/Times in UTC, please contact gethelp@ambition.com to aid in the integration setup. |
| Date |
You must transmit and map a field specifying the record's date. We will automatically floor timestamps. A single Field Key can be mapped to Date for Daily Totals integrations. Standard YYYY-MM-DD Format |
| Metric/Duration (Sum) |
Field containing a value that you wish to be summed across Ambition. A metric will automatically be created. Duration Metrics need to receive values formatted in seconds. Ex: revenue, talk_time |
| Metric/Duration (Average) |
Field containing a value that you wish to be averaged across Ambition. A metric will automatically be created. Duration Metrics need to receive values formatted in seconds. Ex: revenue, talk_time |
| Number |
Field containing a number to be used in creating and processing metrics. Duration Metrics need to receive values formatted in seconds. Ex: amount, duration |
| Dimension |
Specific to the Records format type, a field containing a string to be used in creating and processing metrics. Ex: type, stage, status |
To Create Field Mappings:
1. Click the Add button.
2. Fill in the Field Key, Display Name, and Field Type for each CSV column header or JSON key.
Field Key: How the field is identified within your file, either a key or column header.
Display Name: How the field key will be displayed within Ambition.
Field Type: The type of information contained within the field.
As noted above:
Ensure that these Field Keys are updated to match the formatting, including capitalization, of your actual headers or keys.
Update the email and date, and if Records based data, id placeholder Field Keys as needed to fit your Data Format.
3. Once the Data Format is complete, click the Save Data Format button.
4. Type I UNDERSTAND and click the CONFIRM button to confirm your understanding about the Data Format Type, Fields, and Metrics put in place.
Metrics
If you previously created any Metric (Sum) or Metric (Average) field mappings these will automatically show up in your Metric Library.
If accessing existing Metrics, click Manage under the Metric Library tab.
If you desire to build new Metrics, click Add under the Metric Library tab.
Metric Logic
Name: Input the name of the metric. Visible to end users.
Description: Optional. Input a description for this metric. Visible to end users.
Source-of-Truth: Optional. Provide a URL to the dashboard/report that you're using to validate this metric.
Who Gets Credit?: Select an available Email or Employee Unique Identifier field
When Do They Get Credit? Select an available Date or Date/Time field.
Metric Type and Field to Sum:
If Metric (Sum) or Metric (Average) was selected, these fields will be prepopulated.
For Records format, you will have the additional option of Count.
Metric Filters (only applicable for Records based Data Formats)
To add filters:
1. Click on the Add Filter button to optionally add logic.
2. Select a Field from the first dropdown.
3. Select a logic statement from the second dropdown.
4. Enter or select a value from the third dropdown.
If you add multiple filters notice that a Logic bar appears where you can add logic to your filters if required.
For example, if you have Filter 1 and Filter 2 your Logic bar can be:1 AND 2 which means both Filter 1 and Filter 2 must be True1 OR 2 which means either Filter 1 or Filter 2 must be True
Click the Confirm and Save Changes button to save the Metric.
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